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Soltis Investment Advisors’s Citigroup C Stock Holding History

Soltis Investment Advisors’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.4M Buy
81,601
+4,222
+5% +$550K 0.64% 30
2026
Q1 		$8.78M Sell
77,379
-5,570
-7% -$634K 0.55% 42
2025
Q4 		$9.68M Buy
82,949
+3,522
+4% +$366K 0.64% 28
2025
Q3 		$8.06M Sell
79,427
-34,292
-30% -$3.25M 0.56% 40
2025
Q2 		$9.68M Sell
113,719
-614
-0.5% -$44.4K 0.76% 24
2025
Q1 		$8.12M Sell
114,333
-2,037
-2% -$155K 0.73% 26
2024
Q4 		$8.19M Buy
116,370
+3,946
+4% +$266K 0.76% 24
2024
Q3 		$7.04M Buy
112,424
+1,313
+1% +$81.2K 0.69% 38
2024
Q2 		$7.05M Sell
111,111
-16,142
-13% -$995K 0.75% 30
2024
Q1 		$8.05M Buy
127,253
+2,664
+2% +$148K 0.9% 20
2023
Q4 		$6.41M Sell
124,589
-12,342
-9% -$546K 0.72% 33
2023
Q3 		$5.63M Buy
136,931
+8,348
+6% +$366K 0.72% 39
2023
Q2 		$5.92M Buy
128,583
+15,057
+13% +$705K 0.69% 35
2023
Q1 		$5.32M Buy
113,526
+17,315
+18% +$850K 0.68% 35
2022
Q4 		$4.35M Buy
96,211
+15,236
+19% +$692K 0.57% 49
2022
Q3 		$3.37M Buy
80,975
+19,118
+31% +$945K 0.51% 56
2022
Q2 		$2.85M Buy
61,857
+13,406
+28% +$671K 0.41% 66
2022
Q1 		$2.59M Buy
48,451
+16,821
+53% +$1.04M 0.36% 68
2021
Q4 		$1.91M Sell
31,630
-8,299
-21% -$552K 0.27% 84
2021
Q3 		$2.8M Buy
39,929
+17,186
+76% +$1.2M 0.43% 44
2021
Q2 		$1.61M Buy
+22,743
New +$1.68M 0.26% 83
2020
Q1 		– Sell
-2,656
Closed -$212K – 164
2019
Q4 		$212K Buy
+2,656
New +$196K 0.04% 145

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Soltis Investment Advisors's C Position: Q2 2026 in Review

Soltis Investment Advisors increased its Citigroup (C) stake by 5.5% in Q2 2026, buying an estimated $550K and bringing the position to 81,601 shares worth $11.4M. The position accounts for 0.64% of the portfolio, ranked #30.

Soltis Investment Advisors first reported a position in C in Q4 2019 and has held it in 22 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Soltis Investment Advisors held 81,601 shares of Citigroup worth $11.4M as of Q2 2026.
  • Soltis Investment Advisors bought 4,222 Citigroup shares in Q2 2026, an estimated $550K.
  • Citigroup made up 0.64% of Soltis Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • Soltis Investment Advisors first reported a position in Citigroup in Q4 2019 and has held it in 22 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.